Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.4B
1-Year Est. Return 26.59%
This Quarter Est. Return
1 Year Est. Return
+26.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$164M
3 +$142M
4
SCHW icon
Charles Schwab
SCHW
+$142M
5
ADSK icon
Autodesk
ADSK
+$137M

Top Sells

1 +$311M
2 +$306M
3 +$148M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$144M
5
DHR icon
Danaher
DHR
+$144M

Sector Composition

1 Technology 23.95%
2 Consumer Discretionary 14.19%
3 Healthcare 12.65%
4 Financials 12.03%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7.34M 0.02%
410,970
-115,715
227
$7.31M 0.02%
44,370
+45
228
$7.25M 0.02%
34,191
-3,865
229
$7.24M 0.02%
145,378
+6,477
230
$7.02M 0.02%
156,935
+18,377
231
$6.92M 0.02%
58,204
+466
232
$6.82M 0.02%
97,384
-11,876
233
$6.63M 0.02%
90,937
+20,146
234
$6.56M 0.02%
84,948
-41,700
235
$6.55M 0.02%
25,348
-13,947
236
$6.44M 0.02%
26,714
-342
237
$6.2M 0.02%
388,541
238
$6.14M 0.02%
12,287
+55
239
$6.09M 0.02%
27,376
-1,373,416
240
$6.05M 0.02%
39,970
+6,174
241
$5.76M 0.02%
158,982
+33,061
242
$5.57M 0.01%
67,310
-1,612
243
$5.57M 0.01%
256,401
+27,885
244
$5.54M 0.01%
22,709
-6,840
245
$5.54M 0.01%
85,658
-139
246
$5.44M 0.01%
36,542
+3,272
247
$5.22M 0.01%
24,404
+960
248
$4.93M 0.01%
77,316
-860
249
$4.8M 0.01%
49,418
+14,307
250
$4.56M 0.01%
27,002
-65,964